Sync Alight - UBS to Actual Budget
BankSync may support connections to Alight - UBS accounts through third-party open banking providers, then route the supported account data shown below to Actual Budget. Set up takes under 10 minutes and requires no code.
How to sync Alight - UBS to Actual Budget
Search for Alight - UBS in BankSync
Sign up for BankSync and, if Alight - UBS is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Actual Budget
Authorise BankSync to write data to your Actual Budget workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Alight - UBS fields supplied by the provider to columns in Actual Budget.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Alight - UBS to Actual Budget
Transactions
Sync available Alight - UBS transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Alight - UBS accounts.
Holdings
Sync supported investment positions, quantities, and market values from Alight - UBS.
Trades
Sync supported investment trade and activity history from Alight - UBS.
Loans
Sync supported loan balances and provider-supplied liability details from Alight - UBS.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any Alight - UBS field to any column in Actual Budget — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Alight - UBS with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
Get Started FreeSync Alight - UBS somewhere else
The same Alight - UBS connection can feed any of these destinations.
- Sync Alight - UBS to Airtable
- Sync Alight - UBS to Firefly III
- Sync Alight - UBS to Google Sheets
- Sync Alight - UBS to Home Assistant
- Sync Alight - UBS to Microsoft Excel
- Sync Alight - UBS to MongoDB
- Sync Alight - UBS to MySQL
- Sync Alight - UBS to Notion
- Sync Alight - UBS to PostgreSQL
- Sync Alight - UBS to Securo
- Sync Alight - UBS to SimpleFIN
- Sync Alight - UBS to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
- Sync Valley Bank - Personal to Actual Budget🇺🇸 United States
- Sync FM Bank (MN) - Business to Actual Budget🇺🇸 United States
- Sync Valley Bank of Nevada - Business to Actual Budget🇺🇸 United States
- Sync Axos Bank to Actual Budget🇺🇸 United States
- Sync Bay Credit Union to Actual Budget🇺🇸 United States
- Sync Bright Start - College Savings Program (IL) - Individual to Actual Budget🇺🇸 United States
- Sync Manulife GRS to Actual Budget🇺🇸 United States
- Sync Old National Bank - ONPointe Treasury to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Alight - UBS or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.